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S&p Global shares owned by Cassaday & Co Wealth Management

Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Cassaday & Co Wealth Management from 13F filings

Historical chart of Cassaday & Co Wealth Management investment in S&p Global

Tip: Access up to 7 years of quarterly data

All positions including S&p Global held by Cassaday & Co Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in S&p Global by Cassaday & Co Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $700k 1.3k 522.75
2025-09-30 $649k 1.3k 486.81
2025-06-30 $722k 1.4k 527.44

More positions owned by Cassaday & Co Wealth Management

Vanguard World Mega Grwth Ind (MGK)
Ishares Tr Rus 2000 Grw Etf (IWO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
World Gold Tr Spdr Gld Minis (GLDM)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Rus Mdcp Val Etf (IWS)
Select Sector Spdr Tr State Street Rea (XLRE)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr Rus 1000 Val Etf (IWD)
Proshares Tr S&p 500 Dv Arist (NOBL)
Apple (AAPL)

View all positions for Cassaday & Co Wealth Management

Top funds holding S&p Global

Vanguard Group
BlackRock
State Street Corporation
TCI Fund Management
Geode Capital Management
Wellington Management Company
Norges Bank Investment Management
Wells Fargo & Company
FMR
Northern Trust
Capital Research and Management Company - Division 3
Ubs Global Asset Management Americas
Goldman Sachs Group
Invesco
Charles Schwab Investment Management

View all funds holding S&p Global